In today's article, I will share my asset allocation going into the new year. As you read this, keep in mind that what makes sense for me may not make sense for you. We each have different objectives, ...

A portfolio career is an intentional model involving multiple streams of work aligned to your strengths and values.

There are definitely things I get wrong in my investment portfolio. But despite these missteps, my husband and I have managed to do just fine from a big-picture standpoint. Here’s what has worked for ...

Q: My portfolio lost over 10% of its value in 2022. How do I know when to sell and prevent this from happening? A: Let’s start this discussion with some important assumptions. First, we should agree ...

As someone who writes about building portfolios for a living, I do research on many types of investments, ranging from tried-and-true core holdings to more esoteric corners of the investment world. A ...